find_leads
Find Leads
Search and list leads (sales opportunities) in Nutshell CRM. Supports pagination, sorting, and filtering by status, assignee, and other criteria.
Ask your agent in plain language. Each of these maps to a real tool on the server.
find_leads
Search and list leads (sales opportunities) in Nutshell CRM. Supports pagination, sorting, and filtering by status, assignee, and other criteria.
update_account
Update an existing account (company) in Nutshell CRM. Provide the account ID and the fields to update. The current revision is fetched automatically for concurrency control.
list_products
List products available in Nutshell CRM. Products can be associated with leads to track what is being sold.
create_account
Create a new account (company) in Nutshell CRM. Accounts can be linked to contacts and leads. Supports URLs, phone numbers, addresses, industry, and custom fields.
search_crm
Perform a universal search across all entity types in Nutshell CRM. Searches contacts, accounts, leads, and other entities simultaneously. Returns lightweight stub results for fast performance.
find_contacts
Search and list contacts in Nutshell CRM. Supports pagination, sorting, and filtering. Use this to find contacts by various criteria or to list all contacts.
get_timeline
Retrieve the timeline of interactions and changes for a contact, account, or lead in Nutshell CRM. Shows the history of activities, notes, and modifications.
create_lead
Create a new lead (sales opportunity) in Nutshell CRM. Leads can be associated with contacts and accounts. The default sales process may start automations. Supports setting value, confidence, and custom fields.
get_contact
Retrieve a contact (person) by ID from Nutshell CRM. Returns full contact details including emails, phones, associated accounts, and custom fields.
get_account
Retrieve an account (company) by ID from Nutshell CRM. Returns full account details including contacts, leads, URLs, and custom fields.
list_users_teams
List users and/or teams in Nutshell CRM. Use this to discover available assignees for leads, tasks, and activities.
update_contact
Update an existing contact in Nutshell CRM. Provide the contact ID and the fields to update. The current revision is fetched automatically for concurrency control.
create_contact
Create a new contact (person) in Nutshell CRM. Contacts can be associated with accounts and leads. Supports email addresses, phone numbers, addresses, and custom fields.
get_lead
Retrieve a lead (sales opportunity) by ID from Nutshell CRM. Returns full lead details including status, value, associated contacts, accounts, products, stage, and custom fields.
update_lead
Update an existing lead in Nutshell CRM. Supports changing status, value, confidence, stage, assignee, contacts, accounts, and custom fields. Can be used to move leads between stages or mark outcomes.
find_accounts
Search and list accounts (companies) in Nutshell CRM. Supports pagination, sorting, and filtering.
list_activity_types
List all available activity types in Nutshell CRM (e.g., Call, Meeting, Email). Use this to discover activity type IDs for creating activities.
find_activities
Search and list activities in Nutshell CRM. Activities represent logged interactions such as calls, meetings, and emails.
add_note
Add a note to a contact, account, or lead in Nutshell CRM. Notes are used to record important information and interactions.
create_task
Create a new task in Nutshell CRM for tracking follow-ups and action items. Tasks can be assigned to users and associated with leads.
list_sources
List lead sources in Nutshell CRM. Sources identify where leads originate from (e.g., referral, website, trade show).
list_pipelines_stages
List a page of pipelines, stages, and closing outcomes in Nutshell CRM. Discover stage IDs and outcome IDs before updating a lead.
create_activity
Log a new activity (call, meeting, email, etc.) in Nutshell CRM. Activities can be associated with leads and participants to track interactions.
get_current_user
Identify the authenticated Nutshell user and CRM instance. API key impersonation settings determine the effective user.
get_record
Retrieve an activity, task, or note by API ID, including its exact current revision and related record identifiers.
list_custom_fields
Discover custom-field definitions applicable to contacts, accounts, or leads through the current REST API. Existing CRM tools use field names as keys, rather than REST field IDs. Lead attribution identifiers are excluded.
delete_record
Delete one contact, account, lead, activity, task, or note using the exact current revision. This can remove related CRM data; verify the target and ownership first.
Every client uses the same Magic MCP URL, and so does any other MCP client. Add it once and sign in with SSO.
{"mcpServers": {"metorial": {"url": "<your-magic-mcp-url>"}}}
claude mcp add --transport http metorial <your-magic-mcp-url>
codex mcp add metorial --url <your-magic-mcp-url>codex mcp login metorial
One governed layer for every app your agents reach, not a separate connector per tool.
Manage Nutshell CRM contacts, companies, leads, activities, tasks, and notes. Discover the authenticated user, pipelines, stages, users, teams, products, sources, activity types, and custom fields. Search CRM records and read interaction timelines. Update records and delete selected records with revision checking.
Common questions about connecting Nutshell to AI agents with Metorial.